Adding and updating users in MSP Portal

Overview

As an Administrator in an MSP parent account (usually the NFR account), you can access the MSP Portal to add sub-account users and manage their roles across all of their assigned accounts. In MSP Portal, it is possible to add users to multiple sub-accounts as long as they are also members of the parent account.

Note: The term "users" in this article refers to the people who log in and use the Blumira application. This is not the same as billable users or the user count of an organization.

Adding a user to sub-accounts from the MSP Portal

Video Tutorial: Adding and Managing Users in MSP Portal

To add a user to your sub-accounts:

1. Navigate to MSP Portal > Users.
2. Click + Add user.
3. In the Add user window, complete the following fields:
   • First name
   • Last name
   • Email address, which will be the username at login
   • (Optional) Phone number for text alerts
   • (Optional) Phone number for voice alerts
4. Click the check box next to the roles (Administrator | Responder) you want the user to have by default for all their assigned customer accounts. 
   Note: Although other roles (Manager and Monitor) appear as options in individual account settings, the Administrator and Responder roles provide all the permissions that MSP users need.
5. Click Next.
6. Click the check box next to each account the user needs access to.
7. Click Create user.

Tip: To add multiple users to your NFR account in bulk, download the User Upload Template (CSV), fill it out, and return it to [e-mail]. Our team will then import and create all the users for you.

Updating existing users from the MSP Portal

If you are an MSP Administrator with access to the MSP Portal, you can globally update an existing user’s name, assigned sub-accounts, and user roles. You cannot see or edit any of the sub-accounts in which you are not an Administrator.

Important: The changes made from the MSP Portal are globally applied to the user and impact all child accounts that the user is assigned to. To make specific changes per organization, follow the steps in Managing user settings in sub-accounts, which are performed in the Settings > Users section of the app instead of from the MSP Portal.

Updating user details

To edit a user’s details in the MSP Portal, do the following:

1. Navigate to MSP Portal > Users.
2. Click the row of the user you want to edit.
3. In the User details window, under Details, update the following:
   • First name
   • Last name
   • (Optional) Phone number for text alerts
   • (Optional) Phone number for voice alerts
   • (Optional) User roles, which will apply globally to all assigned accounts
4. Click Save changes.
   
   

Updating a user's account assignments

To re-assign or unassign a user from one or more sub-accounts, do the following:

1. Navigate to MSP Portal > Users.
2. Click the row of the user you want to edit.
3. In the User details window, click Accounts.
4. Click the check box next to the account or accounts you want to grant or remove access to.
5. Click Save changes.